Great Risk Questionnaire technology but watch out for Autopilot license and fund partner program trap
December 29, 2023

Great Risk Questionnaire technology but watch out for Autopilot license and fund partner program trap

Anonymous | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Software Version

Elite

Overall Satisfaction with Riskalyze

It assists us with assessing clients risk tolerances thru an easily emailed risk questionnaire.
  • Risk Questionnaire
  • More ethical sales team
  • Autopilot trading license is way overpriced
  • trading software slow upload times
  • Has greatly assisted in the risk questionnaire area
Trading software called Irebal which was part of TD and is now available for free at Schwab is a much superior trading platform than their autopilot which costs $500+ plus per month. Risk questionnaire is moderately priced but is of good value for a practice looking for efficient way of ascertaining clients risk tolerance.

Do you think Nitrogen Growth Platform delivers good value for the price?

No

Are you happy with Nitrogen Growth Platform's feature set?

No

Did Nitrogen Growth Platform live up to sales and marketing promises?

No

Did implementation of Nitrogen Growth Platform go as expected?

No

Would you buy Nitrogen Growth Platform again?

No

From experience, be very careful of the sales department attempting to sell you autopilot or additional licenses that they will tell you, you dont have to pay for because your assets with one of their fund partners qualifes you for free licenses. In my opinion, I woudn't say we were scammed but were sold on this fact, and they over subscribed us licenses includding one Autopilot licensed which we didn't need. Now, that the fund drop out of the NTF program they are full boating us the $1300 per month for licenses. Their remedy was for us to sign a new 12 month agreement, and they dropped the Autopilot license. Since the CEO has left this year, the name and sadly the company has changed.